ISHARES TR

Ticker: AGG CUSIP: 464287226 Class: CORE US AGGBD ET

Evercore Wealth Management, LLC's Holding History (CIK: 0001482689)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 40,936 Value ($000) $4,089 Avg Close — Range —
Q3 2025
Shares 39,734 Value ($000) $3,983 Avg Close — Range —
Q2 2025
Shares 2,045 Value ($000) $203 Avg Close — Range —
Q1 2025
Shares 2,045 Value ($000) $202 Avg Close — Range —
Q3 2024
Shares 2,045 Value ($000) $207 Avg Close — Range —
Q1 2024
Shares 8,842 Value ($000) $866 Avg Close — Range —
Q4 2023
Shares 8,432 Value ($000) $837 Avg Close — Range —
Q3 2022
Shares 3,749 Value ($000) $361 Avg Close — Range —
Q2 2022
Shares 2,250 Value ($000) $229 Avg Close — Range —
Q1 2022
Shares 2,250 Value ($000) $241 Avg Close — Range —
Q4 2021
Shares 5,863 Value ($000) $669 Avg Close — Range —
Q3 2021
Shares 5,213 Value ($000) $599 Avg Close — Range —
Q2 2021
Shares 5,313 Value ($000) $613 Avg Close — Range —
Q1 2021
Shares 5,204 Value ($000) $592 Avg Close — Range —
Q4 2020
Shares 5,249 Value ($000) $620 Avg Close — Range —
Q3 2020
Shares 8,939 Value ($000) $1,055 Avg Close — Range —
Q2 2020
Shares 8,894 Value ($000) $1,051 Avg Close — Range —
Q1 2020
Shares 9,294 Value ($000) $1,072 Avg Close — Range —
Q4 2019
Shares 9,294 Value ($000) $1,044 Avg Close — Range —
Q3 2019
Shares 9,137 Value ($000) $1,034 Avg Close — Range —
Q2 2019
Shares 9,622 Value ($000) $1,071 Avg Close — Range —
Q1 2019
Shares 6,447 Value ($000) $703 Avg Close — Range —
Q4 2018
Shares 6,740 Value ($000) $718 Avg Close — Range —
Q3 2018
Shares 9,260 Value ($000) $977 Avg Close — Range —
Q2 2018
Shares 12,555 Value ($000) $1,335 Avg Close — Range —
Q1 2018
Shares 12,120 Value ($000) $1,300 Avg Close — Range —
Q4 2017
Shares 12,120 Value ($000) $1,325 Avg Close — Range —
Q3 2017
Shares 8,575 Value ($000) $940 Avg Close — Range —
Q2 2017
Shares 8,575 Value ($000) $939 Avg Close — Range —
Q1 2017
Shares 8,665 Value ($000) $940 Avg Close — Range —
Q4 2016
Shares 9,264 Value ($000) $1,001 Avg Close — Range —
Q3 2016
Shares 4,047 Value ($000) $455 Avg Close — Range —
Q2 2016
Shares 2,147 Value ($000) $242 Avg Close — Range —
Q1 2016
Shares 4,661 Value ($000) $517 Avg Close — Range —
Q4 2015
Shares 1,567 Value ($000) $169 Avg Close — Range —
Q3 2015
Shares 15,025 Value ($000) $1,646 Avg Close — Range —
Q2 2015
Shares 14,850 Value ($000) $1,615 Avg Close — Range —
Q1 2015
Shares 14,550 Value ($000) $1,621 Avg Close — Range —
Q4 2014
Shares 10,860 Value ($000) $1,196 Avg Close — Range —
Q2 2013
Shares 2,015 Value ($000) $216 Avg Close — Range —